Business Breakdowns

Business Breakdowns

Author: Colossus | Investing & Business Podcasts Language: English Episodes: 100
Ever wondered what really makes a giant corporation tick or how a scrappy startup managed to carve out its own niche? Business Breakdowns digs into those questions with a level of detail that goes far beyond the headlines. Hosts Matt Reustle and Zack Fuss, from the Colossus network, have a simple but powerful method: they take one company per episode and pull it apart completely. You’ll hear about its founding story, the operational model it runs on, the financial engine under the hood, and that elusive competitive advantage it hopes to protect. This isn’t just a surface-level interview show; it’s a deep, analytical conversation designed for anyone curious about the mechanics of commerce and capital. Whether you're an investor looking for deeper due diligence or simply a business enthusiast fascinated by corporate strategy, this podcast serves as a masterclass in understanding what separates enduring enterprises from the rest. The discussions are grounded and practical, focusing on the tangible decisions and historical contexts that shaped each featured organization. By committing each episode to a single, thorough case study, the format allows for a nuanced exploration you won’t find elsewhere. Tune in and gain a clearer framework for analyzing any business, one compelling breakdown at a time.
Episodes
Toast: Sticky SaaS - [Business Breakdowns, EP.247] [not-audio_url] [/not-audio_url]

Duration: 49:24
Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much a…
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246] [not-audio_url] [/not-audio_url]

Duration: 1:05:15
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest…
Opendoor: Q1 2026 Earnings - [Business Breakdowns, EP.245] [not-audio_url] [/not-audio_url]

Duration: 25:34
Today, we are breaking down Opendoor, and this is a unique episode. We recorded with Kaz Nejatian, the CEO of Opendoor, shortly after the company reported its first quarter 2026 earnings, and we covered both what is happ…
Altius Minerals: Royalty Check - [Business Breakdowns, EP.243] [not-audio_url] [/not-audio_url]

Duration: 33:41
Today, we are breaking down Altius Minerals, a Canadian royalty company that stands apart from the precious metals and oil and gas names that usually define the category. 17 people in Newfoundland control royalties over…
Givaudan: The Magic Ingredients - [Business Breakdowns, EP.242] [not-audio_url] [/not-audio_url]

Duration: 41:20
Today, we are breaking down Givaudan, the Swiss fragrance and flavor giant hiding in plain sight. I came away from this episode with a new way of seeing the world around me. When you learn that a single company is behind…
Apollo: Connoisseurs of Complexity - [Business Breakdowns, REPLAY] [not-audio_url] [/not-audio_url]

Duration: 1:14:39
This episode was originally recorded in March 2025. ​Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying tha…
Cognex: Vision Quest - [Business Breakdowns, REPLAY] [not-audio_url] [/not-audio_url]

Duration: 44:52
This conversation was originally released in February of 2025. We’re replaying this episode because Cognex sits right at the intersection of AI and robotics. As the market focuses more on physical AI and automation in 20…
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY] [not-audio_url] [/not-audio_url]

Duration: 52:36
This conversation was originally released in June of 2023. Today we return to the semiconductor value chain with one of the most important companies in modern technology: ASML. The company began life as an unwanted spin-…
Cloudflare: Leading Cybersecurity - [Business Breakdowns, EP.241] [not-audio_url] [/not-audio_url]

Duration: 1:10:16
Today we are breaking down the cybersecurity giant, Cloudflare. Today, Cloudflare controls over 20% of the world’s web traffic, and more impressively, absorbs 2.5mn cyber attacks per second. My guest is Sam Eden, Investo…